-5.3%
SYK vs POET
+120.8%
-126.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +2.0% |
| 7D | -9.1% | +0.4% | -9.5% | -9.1% |
| 30D | -20.6% | -10.4% | -10.3% | -20.6% |
| 3M | -9.6% | -29.3% | +19.7% | -9.4% |
| 6M | -19.9% | +6.9% | -26.7% | -21.4% |
| YTD | -21.2% | +25.6% | -46.8% | -23.1% |
| 1Y | -28.4% | +49.2% | -77.6% | -30.8% |
| 3Y | -5.3% | +128.4% | -133.8% | -7.8% |
| All | -5.3% | +120.8% | -126.2% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling